Taiwan Semiconductor Manufacturing Co. (TSMC) reported a strong revenue increase of 34% in March, with top customers including Apple, Nvidia, AMD, Qualcomm, MediaTek, and Broadcom. Samsung is set to invest $44 billion in a new chip manufacturing facility in Texas, aiming to accelerate construction of its Arizona fab to start mass production by year-end. TSMC's US factories face delays, while Samsung plans to unveil a $44 billion US chip investment.
TSMC’s American chipmaking plans are growing $25bn more ambitious. But they still pale next to its Taiwanese endeavours https://t.co/TM1bVmn20j 👇
The world's biggest memory-chip maker is set to unveil a $44 billion project in Texas, notching another win for U.S. semiconductor production. https://t.co/D9sMYkScun
TSMC’s $65 billion bet still leaves US missing piece of chip puzzle https://t.co/eIUtmyj1NU
Samsung to unveil $44 billion US chip push as soon as next week https://t.co/sB1PLRtdCx via @business
Samsung to unveil $44 billion US chip push as soon as next week, per Bloomberg.
Breaking: Samsung is going to unveil a $44 billion US semi-conductor chip plan possibly by next week... $NVDA $AMD $AVGO $INTC $SMCI $AAPL $GOOG The world’s biggest memory-chip maker plans to outline the project in Taylor, Texas, alongside Commerce Secretary Gina Raimondo,…
Samsung is preparing to take the wraps off a $44 billion investment in US chipmaking as soon as next week https://t.co/U2TfXxGrjc
TSMC $TSM is reported to be attempting to accelerate construction of its Arizona fab in an effort to kick off mass production before the end of the year, compared to its original timeline for the first half of 2025. $AMKR $NVDA $AMD $AVGO $QCOM
Samsung is set to boost its spending in Texas to $44 billion for a new chip manufacturing facility, R&D space and packaging site, doubling down on its $20 billion investment in 2021. $TSM $NVDA $MU
How Japan Is Trying to Rebuild Its Chip Industry “TSMC’s US factories have been repeatedly delayed. Even though construction on the first factory began a full year later, the fab in Japan is already up and running and will be fully operational by year end.”https://t.co/zWFUEWoa6I
$TSM strong revenue for March: +34% (from very low level last year). AI likely remains strong on 5nm and 3nm... But for how long? Top 5 customers: 1. $AAPL 25% of Rev 2. $NVDA 11% 3. $AMD 7% 4. $QCOM 7% 5. MediaTek and $AVGO both 5% https://t.co/vrx4eir1Pe